Matthew Christopher Kelley
Financial advisor at Mercer Global Advisors Inc. · Waltham, MA
Last updated 2026-10-10
Claim your profileMatthew Christopher Kelley is a financial advisor at Mercer Global Advisors Inc. in Waltham, MA, CRD 6797752. Licenses and exams on the registration: Series 66. IAPD registration began 2021-05-13.
Registration
- CRD number
- 6797752
- Registration status
- Active
- IAPD registration
- 2021-05-13
- Industry Experience
- 5 years
- Work Experience
- 13 years
- States registered
- MA
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2018-05 to 2020-05 · Commonwealth Financial Network · Waltham, MA
- 2014-06 to 2018-05 · University of Massachusetts Amherst · Amherst, MA
- 2013-05 to 2017-01 · Dash's Market · Amherst, NY
- 2016-11 to 2017-03 · Umass Amherst · Amherst, MA
- 2017-05 to 2017-08 · Commonwealth Financial Network · Waltham, MA
- 2018-02 to 2018-05 · Umass Amherst · Amherst, MA
- 2017-02 to 2018-05 · Umass Amherst · Amherst, MA
- 2017-08 to 2018-05 · 5-Hour Energy · Farmington Hills, MI
- 2021-07 to 2023-07 · First Republic Securities Company, LLC · Boston, CA
- 2021-07 to 2023-07 · First Republic Investment Management, Inc · Boston, MA
- 2020-05 to 2021-06 · Commonwealth Financial Network · Waltham, MA
- 2023-07 to 2025-01 · J.P. Morgan Securities LLC · Boston, MA
- 2023-07 to 2025-01 · Jp Morgan Chase Bank, N.A. · Boston, MA
- 2025-01 to 2025-05 · Unemployed · Dorchester, MA
- 2025-05 to 2025-07 · O'Brien Wealth Partners LLC · Waltham, MA
- 2025-07 to Present · Mercer Global Advisors Inc. · Waltham, MA
Current employment
- Mercer Global Advisors Inc. · Denver, CO
Mercer Global Advisors Inc.
- Regulatory AUM
- $84,396,892,590
- Registered advisors
- 759
- Offices
- 386
- Clients per advisor
- 47.7 (Low)
- Average AUM per client
- $2.3M (Low)
- High-net-worth client ratio
- 50.9% (High)
Mercer Global Advisors Inc.: advisors, services and reported ETF investments
About
Matthew Christopher Kelley is a CFP® financial advisor at Mercer Global Advisors Inc. in Waltham, MA. Reported securities licenses include Series 66. The latest record indicates 5 years of industry experience and 13 years of reported work history. Reported roles include O'Brien Wealth Partners LLC, Unemployed, J.P. Morgan Securities LLC, Jp Morgan Chase Bank, N.A., among others.
Mercer Global Advisors Inc.'s firm-level Form ADV reports 759 advisors across 386 offices; approximately 47.7 clients per advisor, average assets per client of $2,333,211, and regulatory AUM of $84.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Mercer Global Advisors Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
51 Sawyer Road, Waltham, MA 02453
11 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Matthew Christopher Kelley?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.